← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	IP Isomer Partners New York	$31.2M	-$178K	1	14.81%	Reduced
252	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$31M	-$20.2M	4	0.09%	Reduced
253	Qube Research & Technologies (QRT) London, United Kingdom	$31M	-$24.7M	9	0.13%	Reduced
254	State of Alaska Department of Revenue Juneau, Alaska	$30.9M	-$364K	11	0.37%	Reduced
255	Kennedy Capital Management St Louis, Missouri	$30.2M	-$5.4M	3	0.89%	Reduced
256	Glenmede Trust Philadelphia, Pennsylvania	$29.9M	+$567K	8	0.17%	Increased
257	Crestwood Advisors Group Boston, Massachusetts	$29.9M	-$8.79M	1	1%	Reduced
258	KAM Krensavage Asset Management New York	$29.9M	+$1.26M	1	9.07%	Increased
259	First Pacific Advisors El Segundo, California	$29.6M	-$24.8K	1	0.46%	Reduced
260	Retirement Systems of Alabama Montgomery, Alabama	$29.6M	-$1.81M	5	0.13%	Reduced
261	Employees Retirement System of Texas Austin, Texas	$29.4M	+$22.7M	2	0.43%	Increased
262	Mirae Asset Global Investments Seoul, South Korea	$29.3M	+$18.5K	15	0.07%	Increased
263	GIP Granite Investment Partners El Segundo, California	$29.2M	-$683K	1	1.22%	Reduced
264	Amalgamated Bank New York	$29.2M	-$2.98M	19	0.25%	Reduced
265	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$28.9M	+$8.78M	1	2.9%	Increased
266	WTA Washington Trust Advisors Wellesley, Massachusetts	$28.5M	-$198K	6	2.9%	Reduced
267	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$28.1M	-$1.16M	4	1.39%	Reduced
268	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.9M	-$3.85M	6	0.07%	Reduced
269	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$27.8M	-$5.16M	1	2.59%	Reduced
270	NIP Nicholas Investment Partners Rancho Santa Fe, California	$27.8M	+$9.38M	1	2.11%	Increased
271	Douglas Lane & Associates New York	$27.8M	-$1.26M	1	0.46%	Reduced
272	CIM Contrarius Investment Management St. Helier, Jersey	$27.3M	+$29M	1	1.44%	New
273	WA Watchtower Advisors Old Greenwich, Connecticut	$27.1M	-$4M	1	17.61%	Reduced
274	BGI BlueDrive Global Investors London, United Kingdom	$27M	$0	2	35.47%	Maintained
275	MN Services Vermogensbeheer The Hague, Netherlands	$27M	+$766K	3	0.28%	Increased